-4.3%
OXY vs LDOS
+39.7%
-44.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.5% | -1.0% |
| 7D | +1.6% | -5.4% | +7.0% | +2.5% |
| 30D | +11.6% | +4.9% | +6.7% | +10.6% |
| 3M | +2.8% | +7.2% | -4.4% | +1.5% |
| 6M | +13.0% | -24.2% | +37.3% | +19.1% |
| YTD | +47.4% | -25.8% | +73.2% | +54.6% |
| 1Y | +31.5% | -24.7% | +56.2% | +37.4% |
| All | -4.3% | +39.7% | -44.0% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LDOS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling